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Booking a consultation
In the upper menu bar, click Lead to Consult > Leads. You will see the LIST OF ALL LEADS. Click on the Pencil Icon if you need to make edits to the lead form Click SAVE Click on the Calendar icon to book a consult You are now looking at the SHARED ...
Completing a consultation report
A consultation report summarizes what happened in the consultation with your client. It should look familiar to you because it follows the Recommendation for Success form. To complete a consultation report, follow these instructions: In the upper ...
Do we lose any functionality in BANG if we do not use the “Book a Consult” step or the "Add Consult Report” step as we move a lead to client?
You do not lose any specific functionality in the system if you do not book a consultation and/or fill out a consultation report. However, not inputting a consultation into the system will affect the accuracy of your F2 and F3 reporting.
Lead to Consultation
If you found this video helpful, check out these other resources! Bulk Uploading Leads Adding a Campaign Leveraging campaigns on BANG with Byron Zahm Completing a Consultation Report
Rescheduling a consultation
To reschedule a consultation that you have already booked, follow these steps: In the upper menu bar, click Lead to Consult > Leads. You will see the LIST OF ALL LEADS Click on Reschedule Icon to rebook the consultation. Select the date and time you ...